Business Details
About
Financial PlanningInvestment ServiceFinancial PlannerRetirement CommunityEmployee Benefits ConsultantsEmployee Benefits LawStock Broker
Kerr Wealth Management is a fee only registered investment advisor specializing in financial planning, investment management, 401(k) plans and retirement planning.
Details
- RestroomAvailable
- Wheelchair accessible entranceAvailable
- Wheelchair accessible restroomAvailable
Location
Hours
Reviews
5.0
16 reviews
5 stars
16
4 stars0
3 stars0
2 stars0
1 star0
- AAa aFeb 20, 20225.0I have been working with Andrew for years and couldn’t be happier. I referred friends and family. Customizable solutions for anyone building wealth and readying for retirement!
- TATeresa ApiladoMay 29, 20205.0We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better coverage in a couple of cases. Andrew and Mike Immediately helped us navigate how to get income when we had none. Andrew spent countless hours at 8 pm going over all the SBA, PPP options available. As soon as the loans came in Sam, went to work documenting every penny and advising us how the funds were to be used and wow, it was almost as if we were just an audience watching them keep us afloat. The services this company provides far reaches any investment firm we have been with in the past. Working with Andrew is so easy, investing and retirement is such a tedious job, keeping you on track then there are all the issues factoring in the IRS, being compliant not top heavy etc. he makes it simple. Thank you Andrew and your entire team.
- PSPaul SpraetzFeb 11, 20205.0If you are in need of a honest and hardworking team to manage your portfolio this is your choice . Andrew and his team far exceed our expectations daily to help us manage the crazy road of money management!
- KVKeith VazquezMar 22, 20195.0to bad im broke this place is cool
- RMRobert McVicarJun 23, 20175.0Excellent customer service. They really make wealth management for somebody like me, easy to understand and accomplish. I'm very grateful for Andrew and all the staff.
Frequently Asked Questions About KERR WEALTH MANAGEMENT
What services does KERR WEALTH MANAGEMENT offer?
KERR WEALTH MANAGEMENT provides financial planning, investment management, 401(k) services, and retirement plan administration.
What are the regular business hours of KERR WEALTH MANAGEMENT?
The office is open Monday through Friday from 8:30 AM to 5:00 PM, with weekends available by appointment only.
Where is KERR WEALTH MANAGEMENT located?
It is located at 7255 N. First Street, Suite 101, Fresno, CA, 93720, United States.
What payment options are accepted at KERR WEALTH MANAGEMENT?
They accept cash, check, Discover, Mastercard, Travelers Check, and Visa as payment methods.
Is KERR WEALTH MANAGEMENT accessible for individuals with disabilities?
Yes, the office has a wheelchair accessible entrance and restroom.
Does KERR WEALTH MANAGEMENT serve clients who speak languages other than English?
The business operates in English.
How can clients contact KERR WEALTH MANAGEMENT?
Clients can reach them by phone at +1 559-277-4772 or email at akerr@kerrwealth.com.
What nearby financial service businesses can assist customers visiting KERR WEALTH MANAGEMENT?
Nearby financial services include Kerr Tax Advisors, LLC., Wells Fargo Home Mortgage, and Nationwide Mutual Insurance Company, which could help with accounting, home loans, and insurance needs respectively.
Are there any nearby healthcare providers near KERR WEALTH MANAGEMENT for customers who may need medical services?
Yes, there are several dental and medical practitioners nearby, such as Dr. Bryan C. Fung, Prabhdeep K Gill DDS, University Orthopaedic Associates, and California Vein & Laser, offering dental, orthopedic, and medical spa services.
What nearby services might be useful for clients looking for legal or real estate assistance around KERR WEALTH MANAGEMENT?
Clients can find legal help at Fresno Lemon Law Attorney, Mele, James J, and Gerald A Mele & Associates, and real estate services at Kathy Hamlin, Realtor DRE # 01927440 and Commercial Real Estate in Fresno CA nearby.